Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.18K+ 386.57% |
$212K - $861K
|
10.3K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.17K+ 300.0% |
$212K - $861K
|
10.9K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.11K+ 300.3% |
$210K - $854K
|
10.8K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8.06KNew |
$209K - $849K
|
8.06K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
8.06K+ 300.0% |
$209K - $848K
|
10.7K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.03KNew |
$208K - $845K
|
8.03K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.02K+ 300.0% |
$208K - $844K
|
10.7K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8K+ 184.42% |
$207K - $843K
|
12.3K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7.99K+ 299.96% |
$207K - $841K
|
10.6K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
7.96K+ 261.41% |
$206K - $838K
|
11K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
7.96K+ 315.42% |
$206K - $838K
|
10.5K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7.95K+ 300.0% |
$206K - $837K
|
10.6K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
7.94K+ 300.0% |
$206K - $836K
|
10.6K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.94KNew |
$206K - $836K
|
7.94K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.93KNew |
$205K - $835K
|
7.93K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.91K+ 300.0% |
$205K - $833K
|
10.6K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
7.89K+ 401.68% |
$205K - $831K
|
9.86K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7.88K+ 300.0% |
$204K - $830K
|
10.5K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7.87K+ 300.46% |
$204K - $829K
|
10.5K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.81K+ 339.04% |
$202K - $822K
|
10.1K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.76KNew |
$201K - $817K
|
7.76K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 354.73% |
$201K - $817K
|
9.95K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.71KNew |
$200K - $812K
|
7.71K
$245K
|
|
|
Oct 16, 2025
Q4 2024
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
7.69K+ 82.12% |
$199K - $810K
|
17.1K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
7.63KNew |
$198K - $804K
|
7.63K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.62KNew |
$198K - $802K
|
7.62K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.61K+ 244.1% |
$197K - $801K
|
10.7K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.6KNew |
$197K - $800K
|
7.6K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
7.57KNew |
$196K - $797K
|
7.57K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
7.56KNew |
$196K - $796K
|
7.56K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.54KNew |
$195K - $794K
|
7.54K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.53KNew |
$195K - $792K
|
7.53K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.5K+ 300.0% |
$194K - $790K
|
10K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7.46K+ 530.89% |
$193K - $785K
|
8.86K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.45K+ 306.58% |
$193K - $785K
|
9.88K
$314K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
7.45K+ 300.0% |
$193K - $785K
|
9.94K
$315K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
7.44K+ 300.0% |
$193K - $783K
|
9.92K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.43K+ 300.0% |
$193K - $782K
|
9.91K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.42K+ 282.1% |
$192K - $782K
|
10.1K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.42KNew |
$192K - $781K
|
7.42K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7.41K+ 300.08% |
$192K - $780K
|
9.87K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
7.35K+ 300.0% |
$191K - $774K
|
9.8K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.34KNew |
$190K - $773K
|
7.34K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.34K+ 292.82% |
$190K - $773K
|
9.84K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$233K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.34KNew |
$190K - $772K
|
7.34K
$233K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
7.3K+ 300.0% |
$189K - $768K
|
9.73K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.27KNew |
$188K - $765K
|
7.27K
$231K
|